Stephen Lewis is a Series 65-licensed financial advisor with one year of industry experience. He is the sole advisor at Future First Finance, LLC in Madison, WI. Prior to founding his firm, he gained experience at Nordic Consulting, TekSystems, and Tasman Global. Future First Finance, LLC serves individual and high-net-worth clients, managing approximately $5.3 million in assets across six client relationships. The firm employs fundamental analysis, tactical asset allocation, Modern Portfolio Theory, and a formal carbon assessment in its investment approach.

As a Small Business Owner himself (and with his wife Allison being a nurse), Matt specializes in working with Small Business Owners, those in Healthcare, along with those who fall under the State of Wisconsin Retirement System (WRS) Benefit Plan. Matt's firm is fee-only, and has no investment minimum. He works virtually with clients all across the country for their financial planning needs. He holds a Bachelor's Degree in Personal Finance from the University of Wisconsin-Madison, and frequently appears at his Alma Mater as a guest lecturer in his spare time. Voted as one of Investopedia.com's Top 100 Most Influential Advisors in 2020, Matt has been quoted in serveral large publications such as The New York Times, The Wall Street Journal, Forbes, and CNBC. Matt prefers to work with fewer clients, and provide in-depth, comprehensive advice on Cash Flow Analysis, Business Planning, Investment Analysis and Management, Risk Management and Insurance, Tax Planning, and Estate Planning. He is a Certified Financial Planner (CFP®). In his spare time, he enjoys getting out on Lake Mendota and Monona, hiking the local State Parks, and enjoying a craft beer at one of Madison's many breweries. He is also a member at Door Creek Church near his home.

Andrew Voeltner is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. He is the sole advisor at Omni Financial LLC, where he has served since 2021, and has also been affiliated with LPL Financial since 2014. Outside of his advisory roles, Voeltner serves on the boards of the Wisconsin Builders' Association and Impact Christian Academy, where he is involved in managing investments and school governance. Omni Financial LLC provides investment advisory and financial planning services to individuals and high net worth clients through discretionary and non-discretionary managed accounts as well as standalone planning engagements. The firm’s investment approach is tailored to client time horizons, risk tolerance, and goals, incorporating various strategies including asset allocation and technical analysis, with accounts reviewed at least quarterly by Voeltner.

Gregory Jones is a financial advisor at Forward Investment Advisors, Inc. in Madison, WI, holding a Series 65 designation with 23 years of industry experience. He has been with Forward Investment Advisors since 2001. Forward Investment Advisors, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using passive index funds and ETFs as core holdings, supplemented by actively managed funds and individual securities, and offers tailored discretionary advisory relationships with periodic reviews and quarterly reporting.

Nancy Metzger is a CFP® professional with eight years of experience in financial advising. She currently works at MAPT Capital and previously held roles at Creative Planning, Inc., Thun Financial Advisors, and Working Capital for Community Needs, Inc. MAPT Capital is a fee-only advisory firm serving U.S. and cross-border clients, including individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines passive and active investment strategies and integrates financial planning with investment decisions, emphasizing modern portfolio theory and addressing cross-border wealth matters.

John Schroder is a financial advisor with Lindenwood Financial LLC based in Madison, WI. He holds a Series 65 designation and has experience working at Wings Credit Union, Bell Bank, and Great Midwest Bank. He joined Lindenwood Financial in 2026 and has been with the firm for one year. Lindenwood Financial LLC provides wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory and offers discretionary portfolio management tailored to client needs.

Kyra Thiel is a CFP® and holds a Series 65 license, with three years of experience in the financial advisory industry. She is currently with Perk Planning in Madison, WI, where she has worked since 2026, following prior roles at Savant Wealth Management and the University of Wisconsin-Madison. Perk Planning provides financial planning and investment consultation for individuals and businesses, focusing on cash flow, retirement, education, risk management, and estate planning. The firm employs a passive, long-term investment approach using diversified index funds and ETFs, operates on an hourly or fixed-fee basis without managing assets continuously or charging AUM fees, and offers public educational workshops.

Shaun Balding is a Series 65-licensed financial advisor with Wisconsin Wealth Advisors, LLC, bringing eight years of industry experience. He has been affiliated with Wisconsin Wealth Advisors since 2012 and also operates as a sole proprietor. In addition to his advisory role, he works as an insurance agent, dedicating a small portion of his time to fixed insurance sales. Wisconsin Wealth Advisors primarily serves individual and high-net-worth clients, providing investment advice, financial planning, and retirement plan services. The firm manages approximately $158 million across three advisors, employing both fundamental and technical analysis in portfolio management with regular account reviews.

Robin Sherman is a Series 65-licensed financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, with 10 years of industry experience. She has been associated with 2nd Market Capital Services Corporation since 1991. Sherman serves as the Executive Director and Secretary/Treasurer of the Board of Directors for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corporation provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities through fundamental analysis. The firm manages multiple account types, including a Proprietary REIT Total Return Portfolio and offers public model portfolios and market commentary.

Corbin Mcguire is a financial advisor at Walleye Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Artisan Partners Limited Partnership, Heartland Advisors, Inc., and ALPS Distributors, Inc. Outside of his advisory role, he serves as a head coach at University School of Milwaukee. Walleye Partners LLC provides investment advisory services primarily to individual and high-net-worth clients through discretionary managed accounts and oversight of third-party sub-advisors. The firm focuses on tailoring investment strategies to client objectives and risk tolerance, incorporating methods such as dollar-cost averaging and technical analysis.

Hi there! My passion and strengths lie in helping people achieve holistic financial well-being and live more meaningfully through personalized, expert financial planning and investment management. In addition to being a CFP® professional, I'm proud to have completed my Master of Science degree in Personal Financial Planning. I am also an Accredited Wealth Management Advisor™ professional, which is a specialized credential in the unique needs of high-net-worth clients, and hold my Accredited Behavioral Finance Professional™ certificate, which is a specialized credential in the the psychology of investor behaviors. Why did I open Lindenwood Financial? I observed a unique set of challenges in the financial services industry: overly complicated investment products, confusing financial terminology, outdated philosophies, and unclear fees. I saw how these obstacles can not only hinder people's financial progress, but cause stress and frustration. So, I envisioned offering a modern, transparent, and simplified but full-service experience to put people at ease and help them reach financial goals they didn't know were possible. Thus, Lindenwood Financial was born. Lindenwood Financial stands out as an independent, fee-only fiduciary financial services firm exclusively dedicated to serving your best interests. We have no affiliations or ties (translation: no loyalty and no bias) to any financial companies, products, or third parties. We also don’t receive sales commissions, ensuring there are no hidden incentives to influence our recommendations. We are not paid by anyone but our clients. Our custom-tailored financial guidance, strategies, and investment recommendations are based on merit and your best interests — period. Interested in learning more? I'd love to hear from you. We offer a complimentary consultation & process to answer all of your questions and show you what we do. With no cost or obligation, it's an easy way to educate yourself, evaluate us, and decide if you'd like to work with us.

Clifford Wullschleger is a financial advisor at Wullschleger Group with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Cetera Advisor Networks. Outside of advisory work, he serves as president of The Insurance Group, a corporation involved in fixed insurance sales. Wullschleger Group provides discretionary portfolio management and retirement-plan consulting to individuals—including high-net-worth clients—and pension plans. The firm uses tailored model portfolios combining long-term purchase strategies and technical analysis, and it maintains a detailed operational process for private fund investments.

Nathan Plumb is a financial advisor at Wisconsin Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors. Outside of advisory work, he is a licensed real estate agent serving friends and family, offers health insurance and health savings account services, and serves on the board of the Wisconsin Veterans Museum Foundation. Wisconsin Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, corporations, charitable organizations, and two registered investment companies. The firm employs a fundamental growth-at-reasonable-prices investment approach, constructing diversified portfolios and tailoring policies to client objectives and risk tolerances.

Roy Neuenschwander is a Series 65-registered financial advisor with 17 years of industry experience. He has been with Neuenschwander Asset Management, LLC since 2003. Neuenschwander Asset Management provides wealth management services to individuals, high-net-worth clients, trusts, nonprofit organizations, small businesses, and participant-directed retirement plans. The firm uses a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, primarily employing passively managed index funds and ETFs, and incorporates portfolio modeling and Monte Carlo simulations in its financial planning process.

Ross Bowler is a financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, holding a Series 63 designation with 34 years of industry experience. He has been with 2nd Market Capital Advisory Corp. since 1991 and also serves as owner and president of 2nd Market Capital Services Corporation, which provides investment research and consulting services. Bowler founded and serves as president of the board for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corp. offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities such as REIT shares. The firm employs fundamental analysis to target discounted securities, dividend income, and capital appreciation, and it provides sub-advisory services along with publicly available model portfolios and market commentary.

Eric Wullschleger is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Wullschleger Group, where he has worked since 2023. Prior to this, he held roles at Woodbury Financial Services, The Insurance Group, Value Line, and Cetera Advisor Networks. Outside of his advisory work, he is an independent insurance agent with The Insurance Group. Wullschleger Group provides discretionary portfolio management and retirement-plan consulting to individuals, including high-net-worth clients, and pension plans. The firm employs tailored model portfolios combining long-term purchase strategies and technical analysis, and it maintains a detailed operational workflow for private fund investments.

Thomas Ludwig is a Series 65 licensed financial advisor at Stockbridge Private Wealth Management, LLC with 11 years of industry experience. He has been with Stockbridge Private Wealth Management since 2014. Stockbridge Private Wealth Management is a family-owned registered investment adviser serving individual and high-net-worth clients through discretionary asset management and comprehensive financial planning. The firm employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory concepts, managing approximately $52 million for about 90 clients with a small advisory team.

Katie Veloff is a CFP® with five years of industry experience, currently serving as an advisor at Buttonwood Partners, Inc. since 2019. Her prior work experience includes roles in education and the Wisconsin Energy Institute. Buttonwood Partners primarily serves high-net-worth individuals and various entities, providing discretionary portfolio management and related advisory services. The firm employs fundamental analysis and technical factors to manage concentrated portfolios and operates as both a registered investment adviser and affiliated broker-dealer.

Bruce Krueger is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Buttonwood Partners since 1990. Buttonwood Partners primarily serves high-net-worth individuals and various entities, including pension and profit-sharing trusts, charitable organizations, and corporations, offering continuous discretionary portfolio management and related advisory services. The firm combines fundamental analysis with occasional technical factors to manage concentrated, discretionary portfolios and operates as both a registered investment adviser and affiliated broker-dealer.

Thomas Freitag is a financial advisor at Apex Fiduciary Advisors LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. In addition to his advisory role, he owns and operates Apex Fiduciary Tax Advisors, LLC. Apex Fiduciary Advisors serves individuals, families, trusts, businesses, and charities by providing financial planning, qualified plan consulting, and customized investment management. The firm builds portfolios aligned to target risk allocations using strategic asset allocation, offering both discretionary and non-discretionary management.